LeJeune Puetz Investment Counsel’s Freeport-McMoran FCX Stock Holding History

LeJeune Puetz Investment Counsel’s Portfolio FCX Stock Details FCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.39M	Buy	34,035 +116	+0.3%	+$4.83K	0.5%	70
2022 Q4	$1.29M	Hold	33,919	–	–	0.48%	73
2022 Q3	$927K	Buy	33,919 +3,275	+11%	+$95.9K	0.38%	81
2022 Q2	$896K	Buy	30,644 +6,427	+27%	+$257K	0.35%	85
2022 Q1	$1.2M	Sell	24,217 -283	-1%	-$12.5K	0.42%	80
2021 Q4	$1.02M	Hold	24,500	–	–	0.34%	86
2021 Q3	$797K	Hold	24,500	–	–	0.29%	92
2021 Q2	$909K	Hold	24,500	–	–	0.34%	86
2021 Q1	$807K	Hold	24,500	–	–	0.32%	87
2020 Q4	$637K	Hold	24,500	–	–	0.28%	93
2020 Q3	$383K	Buy	24,500 +1,000	+4%	+$14.4K	0.19%	109
2020 Q2	$272K	Hold	23,500	–	–	0.14%	118
2020 Q1	$159K	Buy	23,500 +1,000	+4%	+$10.5K	0.09%	146
2019 Q4	$295K	Buy	22,500 +1,500	+7%	+$16.5K	0.14%	128
2019 Q3	$201K	Hold	21,000	–	–	0.1%	139
2019 Q2	$244K	Buy	21,000 +8,500	+68%	+$99K	0.13%	129
2019 Q1	$161K	Hold	12,500	–	–	0.09%	144
2018 Q4	$129K	Buy	+12,500	New	+$146K	0.08%	151
2017 Q3	–	Sell	-8,500	Closed	-$102K	–	150
2017 Q2	$102K	Hold	8,500	–	–	0.07%	143
2017 Q1	$114K	Buy	+8,500	New	+$122K	0.08%	140

Other funds holding FCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LeJeune Puetz Investment Counsel's FCX Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel increased its Freeport-McMoran (FCX) stake by 0.34% in Q1 2023, buying an estimated $4.83K and bringing the position to 34,035 shares worth $1.39M. The position accounts for 0.5% of the portfolio, ranked #70.

LeJeune Puetz Investment Counsel first reported a position in FCX in Q1 2017 and has held it in 20 quarters since. 1,285 funds tracked by Wall St. Rank hold FCX as of Q1 2023.

LeJeune Puetz Investment Counsel held 34,035 shares of Freeport-McMoran worth $1.39M as of Q1 2023.
LeJeune Puetz Investment Counsel bought 116 Freeport-McMoran shares in Q1 2023, an estimated $4.83K.
Freeport-McMoran made up 0.5% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #70 holding.
LeJeune Puetz Investment Counsel first reported a position in Freeport-McMoran in Q1 2017 and has held it in 20 quarters since.
1,285 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.